The Financial Planning Body of Knowledge (FP-BoK) describes knowledge expected of CFP® professionals and QAFPTM professionals.
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Both CFP professionals and QAFP professionals are expected to possess the knowledge that will allow them to assess an individual’s credit worthiness and determine suitable credit facilities. They should also be able to determine optimal debt repayment strategies, including the impact that changes to strategies may have on the individual’s debt level, amortization, cash flow and ability to achieve their goals. In addition, they should be able to identify appropriate options and professionals who can help delinquent and insolvent debtors.
Version 1.4.0, Updated 20200331
The following articles in this knowledge topic have been updated under Version 1.4.0.
Both QAFPTM Professionals and CFP® Professionals
CFP® Professionals Only
Foundations of Credit
Both QAFPTM Professionals and CFP® Professionals
Types of Credit
Both QAFPTM Professionals and CFP® Professionals
Terms of Credit
Both QAFPTM Professionals and CFP® Professionals
Installment Credit Facilities
Both QAFPTM Professionals and CFP® Professionals
Revolving Credit Facilities
Both QAFPTM Professionals and CFP® Professionals
Business Credit Facilities
Both QAFPTM Professionals and CFP® Professionals
Credit Adjudication
Both QAFPTM Professionals and CFP® Professionals
Debt Repayment
Both QAFPTM Professionals and CFP® Professionals
Delinquency
Both QAFPTM Professionals and CFP® Professionals
Insolvency
Both QAFPTM Professionals and CFP® Professionals
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